Strategic Wealth Investment Group, LLC Salesforce, Inc. Transaction History
Strategic Wealth Investment Group, LLC
- $54.4 Million
- Q1 2025
A detailed history of Strategic Wealth Investment Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 3,028 shares of CRM stock, worth $803,540. This represents 1.49% of its overall portfolio holdings.
Number of Shares
3,028
Previous 48,620
93.77%
Holding current value
$803,540
Previous $16.3 Million
95.0%
% of portfolio
1.49%
Previous 1.92%
Shares
24 transactions
Others Institutions Holding CRM
# of Institutions
3,354Shares Held
768MCall Options Held
20MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23.3 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.8 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$12.9 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.13 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.52 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $265B
- Description
- Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...